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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,866 | $147,039-49.8% | $64,097+15.2% | - |
| Participation rate | 0.0% | 70.9%-70.9pp | 72.3%-72.3pp | - |
| Annual return | 21.62% | 7.51%+14.1pp | 33.75%-12.1pp | - |
| Employer contribution / active EE | $0 | $2,405-100.0% | $2,750-100.0% | - |
| Participant deferral / active EE | $0 | $3,377-100.0% | $3,881-100.0% | - |
| Admin fee / account holder | $3,180 | $6,926-54.1% | $3,070+3.6% | - |